Wealth Management, Chief Investment Officer Job at First Horizon Bank, Memphis, TN

TW1nNFpUakxzNnIweFcrRHFRVUhPaEZ6MlE9PQ==
  • First Horizon Bank
  • Memphis, TN

Job Description

Job Description

Location: Onsite in: Memphis, TN; Franklin, TN; Atlanta, GA; Miami, FL; New Orleans, LA; Dallas, TX; Charlotte, NC; Houston, TX

SUMMARY
The Chief Investment Officer is responsible for leadership and oversight of all Investment Committee meetings and activities at First Horizon Bank. This associate serves as a strategic leader, content creator, and expert presenter for investment and economic insights, driving the committee's efforts in asset allocation, performance evaluation, and manager due diligence, as well as keeping associates and clients informed and engaged with market developments.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Investment Committee Leadership:
• Direct all Investment Committee (IC) meetings and related activities, ensuring robust discussion and adherence to fiduciary standards.
• Guide reviews of asset allocation, performance attribution, composite performance, and manager due diligence processes.
• Market Analysis & Content Creation:
• Continuously monitor the macroeconomic and geopolitical environment to evaluate risks and opportunities.
• Develop and author regular market content, including Macro Economic and Market updates.
• Write and distribute Market News & Views Quarterly Client Update, Investment Insights, and Five Factor Framework communications.
• Associate & Client Engagement:
• Host the First Friday Update Economic and Market Review meeting with Wealth Management associates.
• Serve as lead speaker for Quarterly Conversation virtual meeting series with clients across the company footprint.
• Deliver presentations to clients, Wealth Management associates, Bank Relationship Managers, and leadership teams.
• Media & Social Presence:
• Act as spokesperson and contributor to national media outlets and platforms, enhancing the firm's visibility and thought leadership.
• Provide market and economic content for sharing via social media channels.
• Strategic Presentation & Collaboration:
• Lead the presentation of firm-level asset allocation decisions and investment strategy to internal and external stakeholders.
• Present regularly to the corporate Fiduciary and Risk Committee, ensuring alignment with compliance and risk management guidelines.
• Business Development Alignment:
• Collaborate closely on Wealth Management business development initiatives to support revenue growth objectives and enhance client relationships.

Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

1. Bachelor (4-year college) degree in Finance, Economics, or related field.

• Extensive experience in investment management, committee leadership, and client-facing roles.
• Strong presentation and communication skills, with proven ability to engage audiences from associates to executive leadership and clients.
• Demonstrated expertise in market analysis, economic outlook, and investment strategy.
• Experience contributing to media and social content, with ability to distill complex information for diverse audiences.
• Collaborative approach with a focus on supporting company business development and growth targets.

COMPUTER AND OFFICE EQUIPMENT SKILLS
1. Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

1. Finra Series 7 and 66 license

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First -Horizon-National- Corporation/Careers/Our -Benefits

Follow Us Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Job Tags

Work at office,

Similar Jobs

House Buyers of America

Executive Assistant (Remote) Job at House Buyers of America

 ...Executive Assistant (Remote) House Buyers of America is looking for an Executive Assistant. The Executive Assistant will be responsible for supporting our fast paced, growth-oriented CEO. This position requires a minimum of 3 years of experience supporting executives... 

Serenity Healthcare, LLC

Business Office Manager Job at Serenity Healthcare, LLC

 ...Business Office Manager Serenity is seeking a dynamic Business Office Manager for our Nocatee, FL office. This is an exciting opportunity...  ...to manage a practice independently. ~ Insurance benefits: Medical, dental, vision 90% of premium covered by Serenity. ~20+ days... 

NBCUniversal

Reporter, NBC Boston Job at NBCUniversal

 ...global theme park destinations, consumer products, and experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, NBC Sports, Telemundo, NBC Local Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and... 

Equity LifeStyle Properties

Resort Events & Marketing Coordinator Job at Equity LifeStyle Properties

 ...An established industry player is looking for an Event/Marketing Coordinator to join their vibrant team in Cape Coral, Florida. This role is perfect for someone passionate about event planning and marketing. You will be responsible for organizing and managing a variety... 

MIRC LLC

Inside Sales Representative - Western Territory at MIRC LLC Job at MIRC LLC

 ...value. MIRC has been serving the industry since 1993 and is based in the Nashville, Tennessee area. About This Role The B2B Inside Sales Representative - West Territory is responsible for managing, growing, and retaining wholesale dealer relationships. This role blends...